CPA
PANW icon

Capital Performance Advisors’s Palo Alto Networks PANW Stock Holding History

Capital Performance Advisors’s Portfolio PANW Stock Details PANW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$230K Sell
1,436
-1,902
-57% -$320K 0.02% 398
2025
Q4 		$615K Buy
3,338
+1,330
+66% +$268K 0.04% 187
2025
Q3 		$409K Buy
2,008
+971
+94% +$186K 0.07% 161
2025
Q2 		$212K Sell
1,037
-1,172
-53% -$218K 0.04% 241
2025
Q1 		$377K Buy
2,209
+1,044
+90% +$193K 0.08% 134
2024
Q4 		$212K Buy
1,165
+587
+102% +$111K 0.07% 142
2024
Q3 		$98.8K Buy
+578
New +$97.3K 0.03% 200

Other funds holding PANW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Performance Advisors's PANW Position: Q1 2026 in Review

Capital Performance Advisors reduced its Palo Alto Networks (PANW) stake by 57% in Q1 2026, selling an estimated $320K and leaving 1,436 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #398.

Capital Performance Advisors first reported a position in PANW in Q3 2024 and has held it in 7 quarters since. The position peaked at $615K in Q4 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Capital Performance Advisors held 1,436 shares of Palo Alto Networks worth $230K as of Q1 2026.
  • Capital Performance Advisors sold 1,902 Palo Alto Networks shares in Q1 2026, an estimated $320K.
  • Palo Alto Networks made up 0.02% of Capital Performance Advisors's portfolio in Q1 2026, its #398 holding.
  • Capital Performance Advisors first reported a position in Palo Alto Networks in Q3 2024 and has held it in 7 quarters since.
  • Capital Performance Advisors's Palo Alto Networks position peaked at $615K in Q4 2025.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.